DFX Intelligence

Data Factory

Private equityFirmbuyoutmiddle market

WM Partners, LP

Private Equity

Aventura, FL

WM Partners - A successful track record investing in the Health and Wellness Industry.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:29fb787a-2502-4fad-b9e0-f1502d67ea63

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire. Page built Sep 21, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 70
Dated events: 40
On other graphs: 2
Observed: Sep 13, 2026 to Sep 16, 2026
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

WM Partners, LP

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

WM PARTNERS, LP

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 15
PE funds: 14
Vintages: 2016 to 2023
PE GAV, 2024 filing: $1.0Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.1B
Investments: 14
Active investments: 14
Size band: MIDDLE MARKETderivedproxy: $1.01bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Latest ADV filing: Mar 28, 2024
Employees (ADV): 20
Website: wmplp.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
HPH III Investments, LP	2023	Early deployment	Private Equity Fund	n/a	$123M
HPH III Investments Parallel Fund, LP	2023	Early deployment	Private Equity Fund	n/a	$25.7M
HPH III Investments Parallel Fund a, LP	2023	Unknown	Private Equity Fund	n/a	$23.7M
HPH III Offshore Parallel Fund, LP	2023	Unknown	Private Equity Fund	n/a	$16.9M
HPH II Investments Aiv Vega-Sequel, LP	2022	Wound down	Private Equity Fund	n/a	$186M
HPH II Investments Aiv Raw Sugar, LP	2022	Early deployment	Private Equity Fund	n/a	$206M
WM Civ, LP	2022	Early deployment	Private Equity Fund	n/a	$2.7M
HPH II International Ff, LP	2019	Wound down	Private Equity Fund	n/a	$25.1M
HPH II Parallel Ff, LP	2019	Wound down	Private Equity Fund	n/a	$98.9M
HPH II Mf Parallel, LP	2019	Active deployment	Private Equity Fund	n/a	$99.8M
HPH II Investments Master Fund, LP	2019	Active deployment	Private Equity Fund	n/a	$516M
HPH II Ff, LP	2019	Wound down	Private Equity Fund	n/a	$141M
HPH Specialized International Fund I LP	2016	Wound down	Private Equity Fund	n/a	$29.7M
HPH Specialized Fund I LP	2016	Wound down	Private Equity Fund	n/a	$16.1M
WM HPH Specialized Fund 1, LP	n/a	Unknown	n/a	n/a	n/a

Investments

Company	State	Role	Control	Invested	Exited	Status
Metabolic Maintenance	n/a	unknown	unknown	n/a	n/a	active
Primal Harvest & Prime6	n/a	unknown	unknown	n/a	n/a	active
Allergy Research Group	n/a	unknown	unknown	n/a	n/a	active
Raw Sugar, LLC	n/a	unknown	unknown	n/a	n/a	active
Vega	n/a	unknown	unknown	n/a	n/a	active
Jade Leaf Matcha	n/a	unknown	unknown	n/a	n/a	active
Fgo	n/a	unknown	unknown	n/a	n/a	active
Great Lakes Wellness	n/a	unknown	unknown	n/a	n/a	active
Ultima	n/a	unknown	unknown	n/a	n/a	active
NeoCell	n/a	unknown	unknown	n/a	n/a	active
Natural Vitality	n/a	unknown	unknown	n/a	n/a	active
STOP AGING NOW	n/a	unknown	unknown	n/a	n/a	active
True Health	n/a	unknown	unknown	n/a	n/a	active
Rainbow Light	n/a	unknown	unknown	n/a	n/a	active

Relationships

Manages (15)

→ WM HPH Specialized Fund 1, LPFund
factNews and newswire
→ HPH III Investments Parallel Fund, LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ HPH Specialized International Fund I LPFundPrivate Equity Fund
Mar 30, 2016 to presentfactForm ADV
→ HPH Specialized Fund I LPFundPrivate Equity Fund
Mar 30, 2016 to presentfactForm ADV
→ HPH II Parallel Ff, LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ HPH II Ff, LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ HPH II International Ff, LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ HPH II Mf Parallel, LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ HPH II Investments Master Fund, LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ WM Civ, LPFundPrivate Equity Fund
Mar 30, 2022 to presentfactForm ADV
→ HPH II Investments Aiv Raw Sugar, LPFundPrivate Equity Fund
Mar 30, 2022 to presentfactForm ADV
→ HPH II Investments Aiv Vega-Sequel, LPFundPrivate Equity Fund
Mar 30, 2022 to presentfactForm ADV
→ HPH III Investments Parallel Fund a, LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ HPH III Offshore Parallel Fund, LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ HPH III Investments, LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV

Employs (23)

→ David TurtonPersonDirector of Information Systems
factThe subject's own site
→ Nancy ElliottPersonController
factThe subject's own site
→ Guido PanzeraPersonGeneral Counsel And Chief Compliance Officer
Aug 1, 2016 to presentfactForm ADV, The subject's own site
→ Amanda HolmquistPersonDirector of Legal Affairs
factThe subject's own site
→ Devi VairavanPersonChief Compliance Officer
factThe subject's own site
→ Carolina VidouPersonExecutive Assistant and People Operations Administrator
factThe subject's own site
→ Alejandro Weinstein M.PersonCo-Founder
factThe subject's own site
→ Ernesto CarrizosaPersonManaging Partner And Cio
Mar 1, 2023 to presentfactForm ADV, The subject's own site
→ David MillerPersonSenior Managing Director - Investments
factThe subject's own site
→ Jonathan TarichPersonSenior Vice President
factThe subject's own site
→ Leon LacsPersonSenior Associate
factThe subject's own site
→ Eric BrownPersonChief Operations Officer
factThe subject's own site
→ Michael MarquisPersonExecutive Managing Director
factThe subject's own site
→ Jim JoinerPersonVice President of Operations
factThe subject's own site
→ Fabiano MouraPersonMarketplace Portfolio Lead
factThe subject's own site
→ Ty McLanePersonDirector of People Operations and Benefits
factThe subject's own site
→ Mackenzie KellerPersonSocial Commerce Portfolio Lead
factThe subject's own site
→ Meyer MinskiPersonElected Manager
Jun 1, 2018 to presentfactForm ADV
→ Jose MinskiPersonElected Manager
Jun 1, 2018 to presentfactForm ADV
→ Alejandro WeinsteinPersonManager Of General Partner
Jun 1, 2018 to presentfactForm ADV
→ Jose BitonPersonChief Financial Officer
Mar 1, 2023 to presentfactForm ADV
→ Alejandro Esteban WeinsteinPersonOwner
Oct 1, 2015 to Mar 29, 2019inferenceForm ADV
→ Anthony Christopher RobinsonPersonCco, General Counsel
Jun 1, 2015 to Dec 2, 2016inferenceForm ADV

Invested in (14)

→ FGOCompanyunknown
factThe subject's own site
→ UltimaCompanyunknown
factThe subject's own site
→ NeoCellCompanyunknown
factThe subject's own site
→ Natural VitalityCompanyunknown
factThe subject's own site
→ STOP AGING NOWCompanyunknown
factThe subject's own site
→ True HealthCompanyunknown
factThe subject's own site
→ Rainbow LightCompanyunknown
factThe subject's own site
→ Metabolic MaintenanceCompanyunknown
factThe subject's own site
→ Primal Harvest & Prime6Companyunknown
factThe subject's own site
→ Allergy Research GroupCompanyunknown
factThe subject's own site
→ Raw Sugar, LLCCompanyunknown
factThe subject's own site
→ VegaCompanyunknown
factThe subject's own site
→ Jade Leaf MatchaCompanyunknown
factThe subject's own site
→ Great Lakes WellnessCompanyunknown
factThe subject's own site

Owns (16)

← Simphony Trust Irrev-Discr.FirmMember
Jun 1, 2015 to presentfactForm ADV
← Deseja Trust Irrev-DiscrFirmMember
Jun 1, 2015 to presentfactForm ADV
← Nutritional Ventures, Inc.FirmLimited Partner
Apr 1, 2016 to presentfactForm ADV
← Commonwealth Trust CompanyFirmTrustee
Oct 1, 2015 to presentfactForm ADV
← WM Partners GP II, LLCFirmGeneral Partner
Mar 1, 2019 to presentfactForm ADV
← Henia Holdings, LLCFirmLimited Partner
Mar 1, 2019 to presentfactForm ADV
← Smotrich S.A.R.L - SpfFirmShareholder
Apr 1, 2016 to presentfactForm ADV
← Shir International LLCFirmMember
Jun 1, 2018 to presentfactForm ADV
← Emc2 LimitedFirmOwner
Dec 1, 2019 to presentfactForm ADV
← Yozma TrustFirmOwner
Dec 1, 2019 to presentfactForm ADV
← Novatrust LimitedFirmTrustee
Dec 1, 2019 to presentfactForm ADV
← Bruki LLCFirmLimited Partner
Nov 1, 2020 to presentfactForm ADV
← Sagas Services, Inc.FirmOwner
Nov 1, 2020 to presentfactForm ADV
← Ernesto Carrizosa Revocable TrustFirmOwner
Nov 1, 2020 to presentfactForm ADV
← Edition TrustFirmMember
Dec 1, 2020 to presentfactForm ADV
← Teton Trust Company, LLCFirmTrustee
Dec 1, 2020 to presentfactForm ADV

Dated events

19 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 15, 2025
Firm news
January 15, 2025 Metabolic Maintenance Acquired by a WM Partners' Portfolio Company Read More
The subject's own siteobserved 4 days ago
Occurred
Mar 28, 2024
Firm news
March 28, 2024 WM PARTNERS ANNOUNCES INVESTMENT TEAM PROMOTIONS Read More
The subject's own siteobserved 4 days ago
Occurred
Sep 12, 2023
Firm news
September 12, 2023 WM PARTNERS ANNOUNCES MAJORITY ACQUISITION OF PRIMAL HARVEST Read More
The subject's own siteobserved 4 days ago
Occurred
Jul 7, 2023
Firm news
July 7, 2023 WM PARTNERS ANNOUNCES ACQUISITION OF ALLERGY RESEARCH GROUP Read More
The subject's own siteobserved 4 days ago
Occurred
Mar 7, 2023
Firm news
March 7, 2023 WM PARTNERS ANNOUNCES TWO INVESTMENT TEAM PROMOTIONS Read More
The subject's own siteobserved 4 days ago
Occurred
Mar 1, 2023
Person joined
Jose Biton joined Schedule A of WM Partners, LP as Chief Financial Officer
Form ADVobserved 7 days ago
Occurred
Mar 2, 2022
Firm news
March 2, 2022 WM PARTNERS ANNOUNCES FIVE INVESTMENT TEAM PROMOTIONS Read More
The subject's own siteobserved 4 days ago
Occurred
Sep 20, 2021
Firm news
September 20, 2021 WM PARTNERS CLOSES SECOND FUND EXCEEDING ITS INITIAL $400 MILLION TARGET Read More
The subject's own siteobserved 4 days ago
Occurred
Sep 20, 2021
Fund final close
WM PARTNERS CLOSES SECOND FUND EXCEEDING ITS INITIAL $400 MILLION TARGET
News and newswireobserved 4 days ago
$307M
Occurred
Aug 31, 2021
Firm news
August 31, 2021 WM PARTNERS COMPLETES INVESTMENT IN RAW SUGAR Read More
The subject's own siteobserved 4 days ago
Occurred
Jul 29, 2021
Firm news
July 29, 2021 WM PARTNERS ANNOUNCES ACQUISITION OF VEGA Read More
The subject's own siteobserved 4 days ago
Occurred
Jun 17, 2021
Firm news
June 17, 2021 WM PARTNERS ANNOUNCES AGREEMENT TO ACQUIRE VEGA Read More
The subject's own siteobserved 4 days ago
Occurred
Jan 12, 2021
Firm news
January 12, 2021 WM PARTNERS ANNOUNCES ACQUISITION OF JADE LEAF, LLC Read More
The subject's own siteobserved 4 days ago
Occurred
Aug 5, 2020
Firm news
August 5, 2020 WM PARTNERS ANNOUNCES AGREEMENT TO ACQUIRE GREAT LAKES Read More
The subject's own siteobserved 4 days ago
Occurred
Jul 23, 2020
Firm news
July 23, 2020 JOHN SCHUMACHER JOINS WM PARTNERS AS SENIOR ADVISOR Read More
The subject's own siteobserved 4 days ago
Occurred
Jul 2, 2019
Firm news
July 2, 2019 WM PARTNERS’ SECOND FUND COMPLETED ITS FIRST ACQUISITION Read More
The subject's own siteobserved 4 days ago
Occurred
Mar 29, 2019
Person left
Alejandro Esteban Weinstein (Owner) no longer on Schedule A of WM Partners, LP
Form ADVobserved 7 days ago
Occurred
Jun 1, 2018
Person joined
Meyer Minski joined Schedule A of WM Partners, LP as Elected Manager
Form ADVobserved 7 days ago
Occurred
Jul 19, 2017
Firm news
July 19, 2017 WM PARTNERS, LP CLOSES FIRST FUND EXCEEDING ITS $300 MILLION TARGET Read More
The subject's own siteobserved 4 days ago
Occurred
Feb 10, 2017
Firm news
February 10, 2017 WELLNEXT EXPANDS CURATED NUTRITIONAL SUPPLEMENT PORTFOLIO WITH ACQUISITION OF STOP AGING NOW® Read More
The subject's own siteobserved 4 days ago
Occurred
Dec 2, 2016
Person left
Anthony Christopher Robinson (Cco, General Counsel) no longer on Schedule A of WM Partners, LP
Form ADVobserved 7 days ago

Show 19 bookkeeping events

Occurred
Mar 31, 2026
WM Partners, LP: Private Equity Funds on Form ADV 8 (2024 extract) -> 9 (roster 2026-09-01)
Occurred
Mar 28, 2024
Fund 805-8821954449 no longer reported on Form ADV by WM Partners, LP
Occurred
Mar 31, 2023
HPH III Investments Parallel Fund a, LP first reported on Form ADV by WM Partners, LP (Private Equity Fund), GAV $25,420,600
Occurred
Mar 31, 2023
HPH III Investments Parallel Fund, LP first reported on Form ADV by WM Partners, LP (Private Equity Fund), GAV $18,150,000
Occurred
Mar 31, 2023
HPH III Investments, LP first reported on Form ADV by WM Partners, LP (Private Equity Fund), GAV $66,000,000
Occurred
Mar 31, 2023
HPH III Offshore Parallel Fund, LP first reported on Form ADV by WM Partners, LP (Private Equity Fund), GAV $18,000,000
Occurred
Mar 30, 2022
Fund 805-9957753273 no longer reported on Form ADV by WM Partners, LP
Occurred
Mar 30, 2022
WM Civ, LP first reported on Form ADV by WM Partners, LP (Private Equity Fund), GAV $1,498,639
Occurred
Mar 30, 2022
HPH II Investments Aiv Raw Sugar, LP first reported on Form ADV by WM Partners, LP (Private Equity Fund), GAV $134,700,000
Occurred
Mar 30, 2022
HPH II Investments Aiv Vega-Sequel, LP first reported on Form ADV by WM Partners, LP (Private Equity Fund), GAV $181,600,000
Occurred
Mar 30, 2022
Fund 805-9795563821 no longer reported on Form ADV by WM Partners, LP
Occurred
Mar 30, 2022
Fund 805-4481686792 no longer reported on Form ADV by WM Partners, LP
Occurred
Mar 30, 2020
Fund 805-9617197836 no longer reported on Form ADV by WM Partners, LP
Occurred
Mar 30, 2020
Fund 805-3010561974 no longer reported on Form ADV by WM Partners, LP
Occurred
Mar 29, 2019
HPH II Mf Parallel, LP first reported on Form ADV by WM Partners, LP (Private Equity Fund), GAV $90,500,000
Occurred
Mar 29, 2019
HPH II Investments Master Fund, LP first reported on Form ADV by WM Partners, LP (Private Equity Fund), GAV $107,600,000
Occurred
Mar 29, 2019
HPH II Ff, LP first reported on Form ADV by WM Partners, LP (Private Equity Fund), GAV $91,600,000
Occurred
Mar 29, 2019
HPH II Parallel Ff, LP first reported on Form ADV by WM Partners, LP (Private Equity Fund), GAV $90,500,000
Occurred
Mar 29, 2019
HPH II International Ff, LP first reported on Form ADV by WM Partners, LP (Private Equity Fund), GAV $16,000,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): David Turton (Director of Information Systems), Nancy Elliott (Controller), Guido Panzera (General Counsel And Chief Compliance Officer), Amanda Holmquist (Director of Legal Affairs), Devi Vairavan (Chief Compliance Officer), Carolina Vidou (Executive Assistant and People Operations Administrator), Alejandro Weinstein M. (Co-Founder), Ernesto Carrizosa (Managing Partner And Cio), David Miller (Senior Managing Director - Investments), Jonathan Tarich (Senior Vice President), Leon Lacs (Senior Associate), Eric Brown (Chief Operations Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:29fb787a-2502-4fad-b9e0-f1502d67ea63
First observed: Sep 13, 2026
Last observed: Sep 16, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, News and newswire
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.